Position in HLI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$228,825
New position
Shares Held
1,706
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#363
of 514 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026BRIGHTON JONES LLC holds $23,452,491 across 17 Capital Markets names. HLI ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,291 | $6,362,528 | |
| 2 | SCHW |
Schwab Charles Corp
|
41,755 | $3,852,733 | |
| 3 | MS |
Morgan Stanley
|
16,168 | $3,379,758 | |
| 4 | EVR |
Evercore Inc.
|
5,630 | $1,922,307 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
28,830 | $1,805,622 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
34,653 | $1,731,956 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
9,685 | $971,211 | |
| 8 | TW |
Tradeweb Markets Inc.
|
7,502 | $747,649 |
All Filings in HLI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,825 | 1,706 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||